+148.3%
VLO vs DINO
+112.8%
+35.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +4.0% | +1.5% | +2.5% | +2.9% |
| 30D | +19.0% | +25.9% | -6.9% | -0.1% |
| 3M | +50.0% | +53.2% | -3.2% | +8.4% |
| 6M | +79.1% | +105.5% | -26.3% | +5.2% |
| YTD | +140.3% | +139.2% | +1.0% | +20.7% |
| 1Y | +148.3% | +117.4% | +30.9% | +35.9% |
| All | +148.3% | +112.8% | +35.5% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded DINO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling